Morton Capital Management LLC 13D and 13G filings for :
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Shares have been adjusted for stock splits.
| Reported DateTime |
Transaction Date |
Type | Company Symbol |
Filed By Symbol |
Shares Owned % Owned |
Shares Vs. Prev Report | View |
| 2024-06-03 11:59 am Sale |
2023-12-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 3,191,132 22.170% |
-228,707 (-6.69%) |
Filing |
| 2024-06-03 11:59 am Sale |
2022-12-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 3,419,839 19.700% |
-1,934,147 (-36.13%) |
Filing |
| 2024-06-03 11:58 am Sale |
2021-12-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 5,353,986 25.200% |
-864,749 (-13.91%) |
Filing |
| 2024-06-03 11:57 am Purchase |
2020-12-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 6,218,735 24.870% |
816,680 (+15.12%) |
Filing |
| 2024-06-03 11:57 am Purchase |
2019-12-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 5,402,055 21.860% |
2,618,936 (+94.10%) |
Filing |
| 2024-06-03 11:56 am Purchase |
2019-05-31 | 13G | Tortoise Tax-Advantaged Social Infrastructure Fund TSIFX |
Morton Capital Management LLC | 2,783,119 16.190% |
2,783,119 (New Position) |
Filing |